The hottest Energy Policy Substack posts right now

And their main takeaways
Category
Top U.S. Politics Topics
Doomberg β€’ 11128 implied HN points β€’ 14 Jun 25
  1. California's energy system is struggling because it has shifted away from reliable sources like nuclear and natural gas in favor of solar power. This change has made it harder to manage the electricity supply effectively.
  2. A major fire at California's large battery storage facility caused serious environmental damage and highlighted the risks of relying too much on green energy solutions without a solid backup plan.
  3. The government's new bill may worsen California's energy crisis by cutting tax credits for green energy projects, which could halt new installations and leave the state without enough power during peak demand times.
Construction Physics β€’ 27559 implied HN points β€’ 05 Feb 25
  1. There are currently over 11,000 energy projects waiting to connect to the US electrical grid, with a total capacity that is nearly double what currently exists. This shows a huge demand for new power sources.
  2. The waiting time for projects has increased to over 5 years, causing delays in getting new energy infrastructure built. This bottleneck is a significant issue for the growth of renewable energy projects.
  3. Most upcoming projects are focused on renewable energy like solar, wind, and batteries, representing around 90% of planned capacity. This shift highlights a strong move towards cleaner energy across many states.
Doomberg β€’ 6659 implied HN points β€’ 10 Jun 25
  1. Nuclear energy has produced a massive amount of clean electricity over the years, showcasing its potential as a stable and affordable energy source.
  2. Germany's decision to abandon its nuclear power plants is now seen as a mistake, and there's hope they will shift their stance to support nuclear energy in the future.
  3. Many countries in Europe are starting to rethink their approach to nuclear energy, which might lead to a resurgence in its use to help combat climate change.
Doomberg β€’ 7086 implied HN points β€’ 01 Jun 25
  1. American wildcatters, known for oil and gas, are now turning to nuclear energy. This shift shows a big change in how the U.S. thinks about its energy sources.
  2. The new energy policies focus on nuclear power, marking a major change since the 1973 oil crisis. This push aims to reorganize America's entire energy system towards nuclear and away from renewables.
  3. Key players in promoting nuclear energy are experienced in the shale industry. Their background might help speed up the development of new nuclear technologies and reactors.
Doomberg β€’ 17538 implied HN points β€’ 22 May 25
  1. The U.S. nuclear energy sector has struggled since the 1970s due to regulatory changes that focused more on safety than on promoting nuclear energy. This shift caused a significant slowdown in the construction of new reactors.
  2. The Linear No-Threshold (LNT) model treats all radiation exposure as harmful, preventing advancements in nuclear medicine and technology, which could potentially save millions of lives.
  3. Recent moves by the Trump administration aim to change how the Nuclear Regulatory Commission operates, promoting faster building of new nuclear power plants and enhancing energy production to match other countries like China.
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Construction Physics β€’ 15032 implied HN points β€’ 25 Jan 25
  1. Trump's executive orders are focusing heavily on deregulating energy projects, especially fossil fuels, which could speed up development but also pause other renewable projects like solar and wind.
  2. There is a renewed interest in restarting nuclear plants due to rising electricity demand, with several plants now being considered for revival in the U.S.
  3. Data centers are consuming more electricity now than ever, projected to account for a significant portion of U.S. electricity usage in the coming years.
Noahpinion β€’ 23706 implied HN points β€’ 23 Jan 25
  1. Trump's executive order on birthright citizenship is very controversial because it changes who can be a citizen based on their parents' visa status. Many believe this could lead to legal battles in court.
  2. His orders to limit environmental reviews have received praise as they could make it easier to get projects approved faster, addressing some concerns about long approval times.
  3. There is a growing perception among some that Trump's policies are targeting not just illegal immigration but also skilled legal immigration, which could affect America's ability to attract top talent.
The Crucial Years β€’ 3388 implied HN points β€’ 13 Feb 25
  1. Countries like Taiwan, India, and Japan are increasing their purchases of American liquefied natural gas to avoid tariffs from the Trump administration. This move illustrates how global energy politics are heavily influenced by economic pressures.
  2. The push for liquefied natural gas exports has potential negative effects on American consumers, as it can lead to higher natural gas prices. Increased exports can make energy more expensive for households relying on natural gas.
  3. Despite the focus on fossil fuels, there is a growing movement towards renewable energy. It's important to promote clean energy solutions as a way to combat climate change and lower energy costs for everyone.
The Honest Broker Newsletter β€’ 1599 implied HN points β€’ 10 Feb 25
  1. IEA scenarios are not predictions but imaginative sequences that help envision possible futures. They aim to guide policy but vary in how closely they match reality.
  2. Outlook scenarios from the IEA have performed better than normative ones, showing a steady rise in global energy demand instead of a decline.
  3. There are big gaps between IEA projections for solar and nuclear energy and real-world outcomes, highlighting the need for better understanding and scenario evaluation.
bad cattitude β€’ 251 implied HN points β€’ 13 Feb 25
  1. Germany's energy prices have skyrocketed, mainly due to heavy reliance on renewable resources that are unreliable. This is causing significant challenges for industries that need stable electricity.
  2. The EU's economy is struggling overall, with German GDP stagnating since 2017. This highlights a larger issue within the EU's economic framework.
  3. There's a growing discontent with government policies in Germany, leading to support for populist parties that promise to restore cheaper energy and address immigration issues.
The Honest Broker Newsletter β€’ 3179 implied HN points β€’ 30 Jan 25
  1. Utilities have to serve everyone in their area, which limits how much risk they can take on new technologies. They often focus on proven ideas to avoid wasting customer money.
  2. Community opposition can make it really hard for utilities to expand infrastructure. This can slow down projects that are important for energy needs, as people often don’t want facilities near them.
  3. The push for renewable energy is complicated. While renewables can be cheaper, the technology for storing energy isn't perfect yet, leading utilities to still rely on fossil fuels during certain times.
The Honest Broker Newsletter β€’ 1668 implied HN points β€’ 05 Feb 25
  1. There is ongoing discussion about U.S. energy policy, with various viewpoints providing insights into how it could be improved. An analysis from Colorado highlights broader implications that can be relevant to other states too.
  2. The debate surrounding the U.S. Agency for International Development (USAID) continues, focusing on whether the president can dissolve or change it through executive order. This raises important questions about the agency's role and effectiveness.
  3. Concerns about protectionism and trade wars are being critically evaluated, showing that both major political parties are engaged in this issue. Recent tariff proposals also raise questions about their economic and fiscal impacts.
The Crucial Years β€’ 3677 implied HN points β€’ 29 Jan 25
  1. The new Chinese AI program DeepSeek uses only a small fraction of the electricity needed by similar American AI systems. This could challenge the fossil fuel industry's excuse for building more power plants based on increased energy demands from AI.
  2. Fossil fuel stocks have not been performing well in comparison to the broader market for several years, raising concerns about the industry's future in a world moving towards decarbonization.
  3. In Europe, solar energy has recently outperformed coal for the first time, marking a significant shift towards renewable energy sources in the region.
Noahpinion β€’ 15294 implied HN points β€’ 18 Dec 24
  1. America is falling behind in key physical technologies like electric vehicles and renewable energy. This is a big deal for the country's future power and economic success.
  2. The shift in focus towards electrical technologies is often viewed through the lens of climate change rather than national power. This misunderstanding could hurt America's position in global technology.
  3. Countries like China are gaining an advantage in these technologies, which could impact America's leadership in the world. It's essential to prioritize these innovations beyond just climate talk.
Chartbook β€’ 1759 implied HN points β€’ 22 Jan 25
  1. Traditional views say that moving away from fossil fuels will solve climate issues and that renewable energy will become cheaper. But this view may not be correct.
  2. An analysis of energy use shows that instead of switching from one energy source to another, we tend to use more energy from different sources at the same time.
  3. Decarbonizing our energy systems is a complicated task that is influenced by history and requires new approaches, especially as countries like China play a significant role in renewable energy technologies.
Faster, Please! β€’ 2193 implied HN points β€’ 20 Jan 25
  1. The United States is experiencing a surge in technology investments, especially in artificial intelligence, which could greatly boost the economy and productivity.
  2. America has unique advantages, like strong financial markets and innovative companies, positioning it well to lead a new technological era that can tackle big challenges.
  3. Achieving a successful future relies on making smart policy choices around energy, regulation, and immigration to harness the potential of new technologies.
The Crucial Years β€’ 1813 implied HN points β€’ 07 Jan 25
  1. Jimmy Carter was a strong advocate for solar energy, emphasizing its potential to free the U.S. from reliance on foreign oil. His early support included funding for solar research and ambitious goals for solar energy use in America.
  2. The transition to clean energy has faced obstacles from political leaders like Ronald Reagan and Donald Trump, who pushed for fossil fuel dependency. However, recent legislation, like the Inflation Reduction Act, has reignited investment in renewable energy.
  3. There is a growing global movement supporting clean energy, and many countries, including China, are advancing in this area. This collective effort can help counteract any slowdowns in the U.S. transition towards a green energy future.
Faster, Please! β€’ 639 implied HN points β€’ 04 Feb 25
  1. Building infrastructure in America has become very slow and difficult mainly due to environmental regulations like the National Environmental Policy Act. These rules, which were made to protect the environment, now often delay important projects for years.
  2. Many energy projects are stuck in regulatory and court processes, making it hard to shift to cleaner energy sources. Reforming these regulations could help speed up the development of clean energy initiatives.
  3. Judicial reviews and the ability of courts to issue injunctions often hold up projects unnecessarily. There needs to be a limit on how long these reviews can take to encourage investment in new infrastructure.
Doomberg β€’ 19853 implied HN points β€’ 17 Nov 24
  1. Chris Wright is a strong nominee for Secretary of Energy, having a solid background in engineering and energy resource development. He aims to boost domestic energy production and support the energy industry.
  2. Wright believes that hydrocarbons are essential for global energy needs and improving living standards for many people. He argues that energy is key to wealth and health around the world.
  3. His policy focuses on reducing energy poverty as a priority. He suggests that rather than just focusing on climate change, we should also think about how to provide affordable energy for everyone.
Doomberg β€’ 7896 implied HN points β€’ 03 Feb 25
  1. Britain has faced a major decline in its global power and status over the years, driven by poor decisions by its leaders. This decline shows that just having a historic role doesn't mean a country is still significant today.
  2. Currently, Prime Minister Keir Starmer is trying to boost Britain's image by aiming to make it an AI superpower. However, investors are uncertain because of the country's bigger issues, especially in energy.
  3. The UK is struggling with low gas storage and high demand for energy, which makes its ambition for AI seem unrealistic. Without reliable and cheap energy, the goal to succeed in technology will be hard to achieve.
Doomberg β€’ 6597 implied HN points β€’ 24 Jan 25
  1. Trump has signed many executive orders that impact energy policy, and there are concerns about the long-term effects on the industry. Any decisions made now could shape the future of energy production for years.
  2. The recent orders have put a halt to wind energy leasing in many areas offshore, which might affect the growth of the wind sector. This means companies focused on wind energy could struggle moving forward.
  3. The orders also focus on exploring resources in Alaska, which may become a major point of attention. If successful, this could show how effective Trump's new policies could be for energy resources.
Doomberg β€’ 6365 implied HN points β€’ 20 Jan 25
  1. Venezuela used to be one of the world's top oil producers but has seen its production decline by over 80% due to mismanagement and political issues. This has made the country really poor compared to its past.
  2. Maduro, the current president, has taken provocative actions as his power weakens, including making bold statements about 'liberating' Puerto Rico with military help.
  3. Venezuela has huge oil reserves and could be an important energy supply for the U.S., creating a potential interest in the country from U.S. leaders.
JΓ©rΓ΄me Γ  Paris β€’ 461 implied HN points β€’ 21 Jan 25
  1. People often join groups that share their ideas, which can limit their understanding of complex topics like energy policy. It's easy to get stuck in a mindset when everyone around you thinks the same way.
  2. The energy sector is changing rapidly, leading to fear and uncertainty. Many are used to traditional energy sources and don't know how to adapt to newer options like electric vehicles, which can create hesitation.
  3. The ongoing debate about energy often reflects larger issues of fairness and efficiency. Some believe new solutions will benefit everyone, while others worry about being left behind or losing out.
Doomberg β€’ 7015 implied HN points β€’ 03 Jan 25
  1. Colorado has shifted from a swing state leaning Republican to strongly Democratic in recent elections. This change reflects a broader trend of leftward political movement in the state.
  2. Governor Jared Polis is promoting renewable energy, especially wind power, which now generates a significant portion of Colorado's electricity. He seems to be inspired by policies from other progressive leaders.
  3. An interesting proposal called SunTrain aims to transport renewable energy using trains instead of traditional power lines. This could provide a new way to move excess energy while utilizing existing rail infrastructure.
Doomberg β€’ 6232 implied HN points β€’ 11 Jan 25
  1. Japan relies heavily on imports for its energy needs, which makes having a strong energy plan very important for the country. They need reliable and cheap energy to stay competitive in the global economy.
  2. After the Fukushima disaster in 2011, Japan's use of nuclear energy dropped significantly, but there are now efforts to reopen some reactors. This shift back to nuclear energy is seen as crucial for Japan's energy strategy.
  3. The upcoming Seventh Strategic Energy Plan will outline Japan’s energy goals for the next few years. This plan will impact investments and the country's approach to energy efficiency and renewable sources.
Doomberg β€’ 6570 implied HN points β€’ 20 Dec 24
  1. Wind and solar energy can't always provide power, especially during winter when the weather is less favorable. So, relying solely on these sources can leave countries without enough electricity.
  2. Germany's decision to phase out nuclear energy is causing problems not just for itself but for neighboring countries too. This has resulted in rising energy prices and political tension in regions like Norway and Sweden.
  3. A debate is happening in Germany about potentially bringing back nuclear energy as a reliable power source. It involves looking at the technical, political, and financial challenges of restarting their nuclear reactors.
The Honest Broker Newsletter β€’ 2100 implied HN points β€’ 19 Nov 24
  1. Chris Wright believes in energy realism, recognizing that climate change is real but not the only pressing issue we face. He argues we should address various global problems, not just focus on climate.
  2. Wright supports practical solutions for climate change, like improving energy technology that is affordable and reliable. He thinks we need to balance climate goals with the benefits of fossil fuels.
  3. The Department of Energy plays a key role in advancing energy science and policies. Wright's leadership could help promote effective energy strategies that might appeal to both environmental and economic concerns.
Doomberg β€’ 7469 implied HN points β€’ 03 Dec 24
  1. Australia has great potential for renewable energy like solar and wind, but things aren't going as smoothly as planned.
  2. As they keep adding more renewable energy sources, the country is facing rising electricity prices and shortages, especially during peak demand times.
  3. The government is now asking people to cut back on using appliances like dishwashers to help the struggling energy grid.
Faster, Please! β€’ 731 implied HN points β€’ 08 Jan 25
  1. Jimmy Carter's administration pushed for deregulation in industries like airlines and trucking to boost the economy. The goal was to make it easier for businesses to operate and compete.
  2. The Energy Mobilization Board was proposed to speed up energy project approvals, but it faced backlash from environmentalists and various interest groups. They were concerned it could weaken environmental protections.
  3. Carter's ideas for energy reform highlighted a struggle between meeting energy needs and protecting the environment. Ultimately, the board was rejected, showcasing the challenges of balancing these competing interests.
Gordian Knot News β€’ 300 implied HN points β€’ 26 Jan 25
  1. Nuclear power has been hurt by two major misconceptions: that major accidents are unlikely and any release of radiation would be disastrous. Both ideas oversimplify complex realities.
  2. The belief that all radiation exposure is harmful has led to expensive safety measures in nuclear plants, making them less competitive against cheaper energy sources like oil and coal.
  3. Evidence shows that our bodies can repair some damage from radiation and that low-level exposure doesn't necessarily lead to serious health issues, challenging common fears about nuclear safety.
Richard Hanania's Newsletter β€’ 3389 implied HN points β€’ 21 Jan 25
  1. Trump's Day 1 executive orders focus on making energy production easier. This means fewer regulations on things like oil and gas, which could lead to more energy available for everyone.
  2. He signed orders to end 'diversity, equity, and inclusion' programs in government, which many believe unfairly prioritize certain groups over others. This shift aims to promote hiring based on merit instead.
  3. Trump also took a tough stance on immigration, changing rules around citizenship and tightening enforcement. This includes declaring that children born to non-citizens in the U.S. might not be granted citizenship.
Material World β€’ 2899 implied HN points β€’ 02 Feb 25
  1. The US relies heavily on Canadian oil, with Canada providing around 61% of its oil imports. This shows that even though the US produces a lot of oil, it still needs oil from other countries like Canada.
  2. American refineries are designed to process heavy oil, which is mostly sourced from Canada. This creates a unique situation where even though the US is an oil producer, it still heavily imports due to refinery needs.
  3. If tariffs on Canadian oil increase, the US might have to look for heavy oil from countries like Venezuela or Russia, which could lead to more complicated geopolitical issues.
Doomberg β€’ 5947 implied HN points β€’ 24 Nov 24
  1. Turkey is trying to become the main hub for natural gas in Europe. They want to take advantage of the energy crisis and their strategic location.
  2. The recent election in Georgia shows a struggle between pro-Russian and pro-European forces. The results have raised questions about interference and democracy.
  3. The energy routes in this region are very important. They connect different countries and are crucial for Turkey's goals and influence over Europe's energy supply.
Faster, Please! β€’ 548 implied HN points β€’ 10 Jan 25
  1. There is a growing movement called 'Up Wing' that focuses on progress and abundance. This movement includes people from both sides of the political spectrum who want to see technological advancements.
  2. Factors like AI, nuclear energy acceptance, and competition with China are helping this movement gain strength. These elements create a push for new tech and policies that encourage innovation.
  3. However, there are still strong opposing views known as 'Down Wing', which challenge the focus on growth and progress. This resistance shows that not everyone agrees on how to approach the future.
Doomberg β€’ 7229 implied HN points β€’ 20 Oct 24
  1. Taiwan has become a key player in the global semiconductor industry, producing a significant portion of the world's chips. This makes its technology sector very important to the global economy.
  2. Taiwan struggles with energy supply, having faced numerous power outages in recent years. This energy crunch raises concerns about its ability to support its semiconductor manufacturing.
  3. The island's history and political situation with China create additional stress. If tensions rise, Taiwan's energy vulnerabilities could be exploited, impacting its manufacturing capabilities.
Noahpinion β€’ 16764 implied HN points β€’ 01 Feb 24
  1. Biden should focus on a message of abundance in his campaign, highlighting the positive state of America and his policies that have contributed to it.
  2. Biden's energy policies, including embracing cheap solar and batteries, have brought abundance and climate stability, making them a crucial part of his message.
  3. Biden should run on his economic record, emphasizing the success of Bidenomics and the booming economy during his presidency compared to historical data.
The Honest Broker Newsletter β€’ 1226 implied HN points β€’ 11 Nov 24
  1. Energy policy shouldn't just be about undoing past actions. There needs to be a clear plan moving forward that addresses the future needs of the country.
  2. The new energy czar has a chance to shape America's energy policies in a positive direction. This involves creating a comprehensive energy plan that considers reliability and affordability.
  3. It's important to balance energy production with environmental concerns. Supporting cleaner energy technologies can help reduce emissions while also meeting economic goals.
Chartbook β€’ 500 implied HN points β€’ 15 Dec 24
  1. There might be a big oversupply of oil by 2025. This is because OPEC+ is having trouble managing production limits.
  2. Some railroads are struggling due to tariffs from Trump. This could impact their business in the long run.
  3. North Carolina is facing a disaster with its Christmas tree production. This situation could affect both local farmers and holiday traditions.
GEM Energy Analytics β€’ 899 implied HN points β€’ 08 Jul 24
  1. Solar energy is growing quickly and changing the electricity market. As solar power is cheaper to produce, it often leads to lower prices during sunny times.
  2. The value of solar energy isn’t highest when the sun is shining most. It’s more valuable during peak demand times like morning and evening.
  3. As more solar energy is used, the need for traditional power sources is decreasing, which is affecting imports, exports, and the costs of maintaining power reserves.
Big Technology β€’ 750 implied HN points β€’ 21 Nov 24
  1. Rivian wants to make electric cars appealing to everyone, not just one type of buyer. They're focused on inviting all people into the electrification movement and fostering a diverse community of users.
  2. The company is dealing with challenges in becoming profitable while also launching new vehicles. They're now working on lowering costs and improving supply chains to achieve positive cash flow.
  3. Rivian believes that moving away from fossil fuels is essential for the future. They see a big responsibility in transitioning to renewable energy and are committed to creating products that contribute to this change.